3 manual items injected from your notes: LinkedIn article (Q1), Genesis investor intros (Q2), W collateral refresh (Q2). No rule changes needed.
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Plaisio call happened May 26. Josh's verdict: very early, credible operators, solution not fully built yet. Team debrief and pass/continue decision still needed.
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Genesis close accelerating: Matt added a Thursday ops/finance intro meeting with CFO Margarita Barrera. He also shared the VG Genesis Diligence Google folder today.
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SpartanX: Diego pushing to raise now. Anton setting the bar (dozen ICP customers + pipeline + GTM first). Diego aligned in reply. Watch for milestone updates.
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Matrix Security, Nokod, Overwatch, CEVM all quiet — second consecutive week with no new threads on any active deal.
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Notes for next run
Corrections · personal todos · work items to add · things to suppress · anything. Cowork reads this before the next run and sorts it out.